New Webinar: The Retirement Experience

Research shows that the average American is woefully unprepared for retirement and that feelings of shame prevent them from discussing it in a group setting. Cornerstone Foundation Executive Director Courtney Moran and BALANCE CXO Cynthia Campbell have developed a new way to help those members of your credit union.

Join us Jan. 31 at 11 a.m. CT for a webinar on The Retirement Experience. Moran and Campbell will talk about the program design, learning objectives, and positioning the program to reach your target audience. The Retirement Experience is an addition to the BALANCED Life suite of products, which include Classroom Simulations and the Reality Fair.

Get more information or register today.

Why should your organization care about Retirement Education?

• Approximately half of adults are not saving for retirement (48%).
• Of the 47.8 million Americans ages 65 and older, the average income is only $38,515, according to the 2020 U.S. Census, and their average net worth is $170,516.
  

It can be challenging for members to engage with credit union wealth advisors. They hear the word “wealth” and exclude themselves if they do not feel wealthy. But when they participate in experiential learning through the Retirement Experience, conversations about wealth become easier.